美国为什么放弃新冠疫苗专利？这背后很复杂！

华尔街见闻2021-05-06

5月6日，拜登政府做出重大决定：支持豁免新冠疫苗的专利，一石激起千层浪。美国贸易代表戴琪（Katherine Tai）在一份声明中写道：“新冠疫情是一场全球卫生危机，需要采取非常措施。美方将积极参与世贸组织举行的相关文本谈判以促成上述目标，但“谈判需要时间”。豁免提议意味着其他制药企业都能够生产仿制疫苗，而不必担心专利侵权诉讼。短期来看理论上或许能提高新冠疫苗的供应量。受此消息影响，研发新冠...

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53570b80
·2021-05-07
“疫苗知識產權豁免本身就涉及到底是“道德綁架”還是“慈善事業”的雙重博弈。” 複雜的世界環境中平衡兩難平衡中新問題層出不窮
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1
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Yucy_TG_Mini
·2021-05-07
也可能很簡單
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1
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- Yucy_TG_Mini:
  哈哈
  2021-05-08
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- PTdudu:
  阅
  2021-05-07
  Reply
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- 涂泥土漆的AHT有30倍:
  哈哈
  2021-05-07
  Reply
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虎琊
·2021-05-07
m
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Ikhas
·2021-05-07
這是肯定的呀
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一路向北666
·2021-05-07
[得意]
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1
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- 一路向北666:
  [流泪][流泪]
  2021-05-07
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云里梦里飞
·2021-05-07
凡是對我們不利的都是有圖謀的
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2
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zh2021
·2021-05-07
放棄是爲了更大的利益
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2
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打打小猫
·2021-05-07
有道理
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2
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- 打打小猫迷:
  Good
  2021-05-11
  Reply
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- 打打小猫迷:
  [财迷]
  2021-05-07
  Reply
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- 打打小猫迷:
  [财迷]
  2021-05-07
  Reply
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VersaillesLi
·2021-05-07
[呆住] [呆住] [呆住]
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1
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嘟嘟哒哒2021
·2021-05-07
[得意] [得意] [得意] [得意] [得意]
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2
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- VersaillesLi:
  [真香] [真香] [真香] [真香]
  2021-05-07
  Reply
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hhyw
·2021-05-07
美國自己國家的利益至上，什麼民主、國際法、世界觀、都是藉口而已??
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WUWO
·2021-05-07
666
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2
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__小曦曦
·2021-05-06
[驚訝]
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2
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- Derick 哈哈哈哈:
  hello
  2021-05-09
  Reply
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- Derick 哈哈哈哈:
  疫苗股没了
  2021-05-06
  Reply
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- __小曦曦:
  哦。。
  2021-05-06
  Reply
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Liberty_8153
·2021-05-06
說發達國家對疫苗出口管控間接導致他國疫情有些不妥了，就像說別人的痛苦是由於自己不幫助他人導致的
Reply
1
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- SunnyLeo:
  ??
  2021-05-07
  Reply
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Sammy_郭老师_
·2021-05-06
中國是高收入？
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1
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- hhyw:
  一部分人是的
  2021-05-07
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ccssyy
·2021-05-06
疫苗效果不好吧
Reply
4
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- hhyw:
  生产公司赚钱而已，死了就说是你有心脏病，高血压等等??
  2021-05-07
  Reply
  Report
小苹果APPLE
·2021-05-06
病毒都變異了，留在手裏會爛掉，不如做個順水人情！
Reply
8
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- 53570b80:
  ?
  2021-05-07
  Reply
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- hhyw:
  烂了，美国也要卖贵贵给第三世界国家，就好像他们的退役武器那样????
  2021-05-07
  Reply
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AB_Iphone
·2021-05-06
對研究?公司也不公平呀
Reply
3
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- MiawReplying toAlicia Ling:
  酱迟，睡了耶
  2021-05-07
  Reply
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- Alicia LingReplying toAB_Iphone:
  随便回我吧！
  2021-05-07
  Reply
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- hhyw:
  请回复，谢谢
  2021-05-06
  Reply
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联合国收割机
·2021-05-06
配方雖重要，原料更重要，生產技術能力也要有，其他國家不具備
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3
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- 53570b80:
  一针见血
  2021-05-07
  Reply
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缺陷美
·2021-05-06
自己都沒搞出配方，何來豁免，只不過是想要人家的配方而已！！！！
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3
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- 53570b80:
  [笑哭]
  2021-05-07
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It's complicated behind this!","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/81b2ee66f931aca4f3cc60b2ed3b1250","symbols_score_info":{"VXRT":0.9},"content_text":"5月6日，拜登政府做出重大决定：支持豁免新冠疫苗的专利，一石激起千层浪。\n美国贸易代表戴琪（Katherine Tai）在一份声明中写道：“新冠疫情是一场全球卫生危机，需要采取非常措施。美方将积极参与世贸组织举行的相关文本谈判以促成上述目标，但“谈判需要时间”。\n豁免提议意味着其他制药企业都能够生产仿制疫苗，而不必担心专利侵权诉讼。短期来看理论上或许能提高新冠疫苗的供应量。\n受此消息影响，研发新冠疫苗的厂商股价当天应声下跌：Vaxart收跌近16%、OCGN收跌12.79%、Moderna收跌6.19%、BioNTech收跌3.45%。\n然而，在决定之后，而疫苗厂商并未明确表态。此前，美国政府一直面临国内外有关豁免新冠疫苗知识产权保护的呼声，此次迫于压力转变态度，也招致疫苗研发企业的不满。\n美国药物研究机构和制药厂商协会当天发表声明说，此举将进一步削弱承压的供应链，促进“假冒疫苗”的扩散，同时无法真正解决实现更多疫苗接种的挑战，包括“最后一英里的分配和有限的原材料供应”。\n一些公共卫生专家指出，知识产权规则只是全球疫苗生产的瓶颈之一，如何帮助发展中国家提高生产能力、将相关专利技术转化成疫苗制造新增产能同样面临挑战。\n印度、南非逼宫美欧\n美国提出支持豁免新冠疫苗知识产权保护源于印度和南非提案。\n4月，印度总理莫迪与拜登讨论解除冠状病毒疫苗的专利保护的问题。而印度和南非联手提交的一份新冠疫苗专利豁免提案，将此事推到了台面上。\n在近期于WTO召开的《与贸易有关的知识产权协定》（TRIPS）理事会上，印度和南非提交了一份要求暂时放弃某些TRIPS义务（包括专利、版权以及工业品外观设计等）条款的有时限豁免提案，这份提案并得到了肯尼亚和斯瓦蒂尼等60个发展中国家的共同支持。\n这份提议的核心要求是向WTO方面建议，“尽早”免除所有WTO成员方的义务，这样他们就不必在涉及新冠大流行的“预防，遏制或治疗”方面执行TRIPS协议的某些规定。不过在会议上，以欧盟和美国为代表的发达成员方纷纷反对这项豁免，并质疑其适用性和有效性。\n世卫组织总干事谭德塞则在社交媒体上表示：“WHO欢迎南非和印度最近向WTO提出的放宽有关新冠肺炎疫苗、治疗和测试的国际和知识产权协议，以便以可承受的价格向所有人提供治疗工具。”\n随后，5月3日，谭德赛和英国前首相布朗一起共同呼吁暂时豁免新冠疫苗知识产权。谭德塞表示，如果要为大多数成年人接种疫苗以实现群体免疫，需要的疫苗将大大超过现有数量；为提高疫苗产量，暂时豁免疫苗知识产权非常重要，而这并不是一个“慈善问题”。\n提案的背后，是印度等地日益严峻的疫情，以及该地区疫苗的低接种率。目前，印度每天的新增确诊超过了30万人，已经成为世界疫情的“震中”，并引领全球疫情走向另一个高峰。此外，印度疫苗的接种率依然不到2%，不及美国的十五分之一。\n美国为何爽快答应\n拜登政府爽快答应的背后，其实有着各方因素共同作用。\n首先，美国并不缺少疫苗。目前，全球接种疫苗总剂次已超过10亿，其中主要以中国、美国、英国等高收入和强研发能力的国家为主，比如说美国已接种剂次已超过1.4亿，比例逼近50%。\n其次，正是因为美国和欧盟的“疫苗民族主义”，间接导致了部分贫穷国家的疫情又一轮爆发。\n在高接种率的背后，发达国家利用其市场力量预先购买了疫苗的使用权，部分地区还存在多买和囤积疫苗的现象。对于这种现象，哈佛大学法学院教授Terry Fisher将其称为“疫苗民族主义”。\n比如，美国政府曾承诺将为全世界供给疫苗，然而其实际行动却仍在践行“美国优先”原则，甚至表示只有当全体美国人都接种了疫苗才会开始帮助其他国家。直到最近，迫于舆论压力，白宫新闻秘书普萨基日前才表态说，美国将在今后几周内与其他国家“分享”6000万剂阿斯利康疫苗。\n值得注意的是，几个月来，传染病专家一直警告称，允许病毒在任何国家无限制地传播和变异，都会对全世界构成威胁，因为出现的变种可能会对现有疫苗产生抗药性。\n并且，若疫情继续在印度等主要经济体蔓延，并会对全球供应链的阻断，将继续重创全球经济。\n放弃专利，真的有用吗？\n在美国放弃新冠疫苗专利后，多数人大声叫好，但是豁免新冠疫苗知识产权保护真的有助于新冠疫苗的普及吗？\n业内人士指出，取消知识产权保护将无助于提高疫苗生产，因为原材料和疫苗生产权也是主要的障碍。\n辉瑞公司发言人Sharon Castillo表示，该公司的疫苗需要来自19个国家的86个供应商的280个部件，以及高度专业化的设备和人员。她表示，认为知识产权的豁免会促进疫苗供应迅速上升是不现实的。\n比如，在疫情重灾区印度，尽管该国是全球最大的疫苗生产商，印度的血清学研究所也是世界上最大的疫苗制造商，但印度却不是疫苗研发强国，依靠“仿制”行走江湖，整个疫苗产业链上游基本由欧美企业控制，没有独立的技术、设备、材料等，即便拥有专利也无法立马生产疫苗。同时，印度目前还陷入了疫苗生产所需的原料瓶颈。\n东兴证券认为，制约当前全球疫苗供应短缺主要是瓶颈仍是产能，对于向WTO提出该议案的印度，已经有腺病毒载体疫苗的授权，但由于美国的限制出口，仍缺少相关生产物资，仿制生产mRNA疫苗也将面临同样的问题，而且关键工艺并不公开，仿制的过程时间不确定。\n海通医药余文心也认为，️mRNA疫苗的核心壁垒之一在于递送系统，即使此次专利放弃最终实现，也只会是对mRNA序列专利的放弃，影响有限。此外，mRNA生产技术仍具有壁垒，短期内难以被其他药企完全掌握。\n当然，对许多国家来说，放开专利限制，总会比不放开限制要强。并且，有制药公司表示，通过培训技术人员、企业联合、采购稀有原料和加强质量检查，生产能力或许会在未来解决。\n此前，根据麦肯锡2020年7月的报告，制造商通常需要18到30个月才能适应制造苗所需的技术。但专利豁免后这个时间可以压缩到只有六个月。\n不过，美国放弃专利，也面临一个现实中的艰难困境。余文心认为，此决定只是登政府的暂时表态，仍需要国会通过，但在国会中可能会受到药企以及反对议员的阻力。\n放开专利，疫苗研发的灾难？\n即便部分发展中国家在呼吁，拜登政府也落实了专利豁免，但对于医药行业来讲，其高研发周期、高投入和高失败率的特性，意味着要想做到创新的可持续，就必须保护好专利。\n此前，美国、英国和欧洲的制药商和政府强烈反对豁免疫苗专利权，他们认为不论是否有给予药企任何补偿，削减公司的回报就不利于创新。\n疫苗开发公司Vaxine的技术领导者Nikolai Petrovsky也表示，保护知识产权有助于使疫苗研究在经济上可行，控制专利的原因是为了奖励人们开发新技术所付出的努力。\n他同时表示：“如果我们投入20年的努力和金钱，研发一种新疫苗，但这种疫苗所有人都可以获益，那将是不公平的，并且模仿者可能将我们赶出市场。”\n值得注意的是，国泰君安认为，英美疫苗厂商可能会因此损失巨额利润，甚至无法弥补前期高昂的研发投入。\n即便如此，谭德塞指出，疫苗制造商仍会获得补偿。他认为暂时放弃专利并不意味着研发者就失去获利机会。就如艾滋病危机或战争时期，药企制造的产品将获得专利费。\n而La Trobe大学公共卫生副教授Deborah Gleeson也表示，专利使疫苗开发公司能够保持经济上可行的想法不一定是正确的，在疫情下这种逻辑并不成立，因为新冠疫苗研发公司已经在政府那里获得了大量资金支持。去年下半年，有机构估计，新冠疫苗研究的六个项目在疫情期间已获得了120亿美元的公共资金。\n因此，疫苗知识产权豁免本身就涉及到底是“道德绑架”还是“慈善事业”的双重博弈。但无论如何，维持好疫苗创新的激励和疫情下的人道主义，是当今全球各国政府面临的一大难题。\n未来会如何？\n对于美国的新冠疫苗豁免将如何发酵，国泰君安覃汉从三个维度分析了该事件后续的各种可能性。\n首先，豁免疫苗知识产权面临重重阻碍。\n目前各国政府和卫生专家提出了两套解决方案：一种是搭建专利许可交易平台，新建共享技术、知识产权、数据的“专利池”；一种是疫情期间暂停新冠疫苗知识产权保护。\n但这两种方案都遭到疫苗生产商的强烈反对，拜登政府将要面对来自共和党和医药界的双重游说，美国疫苗厂商多为私企，要求其豁免专利本身就是在挑战知识产权权威，药企巨额沉没成本由谁承担？为研发疫苗所做的努力该如何弥补？因此疫苗专利豁免能否落地、何时落地、如何落地，还有诸多不确定因素。\n其次，专利豁免后全球疫苗产能提高仍需时日。\n虽然豁免后全球其他国家可以快速生产仿制疫苗，但疫苗生产线和供应链搭建仍需要克服时间和技术上的考验，豁免专利并不意味着任何制药企业都有技术和能力立即投入生产mRNA疫苗。\n因此，即便放开知识产权，全球疫苗产能的提高仍是长周期的事情。\n最后，专利豁免可能加速全球货币宽松退出预期。\n专利豁免对资本市场的影响是双面的，全民免疫预期加强，将提高资本市场风险偏好，但短期内可能加速全球紧缩进程，例如，巴西疫情依然严峻，但通胀抬头、物价飞涨，导致巴西央行年内二次加息，5月5日将基准利率提高75个基点至3.5%，在疫情严峻+疫苗产能提高仍需时日+货币被迫收水的冲击下，专利豁免对疫情重灾区可能意味着股债双杀。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":104995468,"gmtCreate":1620348672954,"gmtModify":1704342301131,"author":{"id":"3577397803511360","authorId":"3577397803511360","authorIdStr":"3577397803511360","name":"53570b80","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3577397803511360"},"htmlText":"“疫苗知識產權豁免本身就涉及到底是“道德綁架”還是“慈善事業”的雙重博弈。” 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